--- title: "IDP Settings" slug: "idp-settings" updated: 2024-09-22T21:30:27Z published: 2024-09-22T21:30:27Z canonical: "docs.processmaker.com/idp-settings" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # IDP Settings > [!TIP] > [**Plan Availability:**](https://www.processmaker.com/products/pricing/) ![Enterprise](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Enterprise.png) The intelligent document processing (IDP) settings allows a ProcessMaker Administrator to configure authentication to a ProcessMaker IDP instance. ProcessMaker Platform must be authenticated to a ProcessMaker IDP instance so [IDP connectors](/v1/docs/idp-connector) configured in business processes may process documents during Requests. ## View IDP Settings **Permissions** Your user account or group membership must have the "Settings: View Settings" permission to view ProcessMaker IDP server settings unless your user account has the **Make this user a Super Admin** setting selected. See the [Settings](/v1/docs/permission-descriptions-for-users-and-groups#settings) permissions or ask your Administrator for assistance. Follow these steps to view the IDP settings: 1. Ensure that you are [logged on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker. 2. Click the **Admin** option from the top menu. The **Users** page displays. 3. Click the **Settings** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/bed1fb95-c2b2-4bba-a31f-1325c1db5463.png) from the left sidebar to view all settings. 4. From the **Settings** panel on the left, expand the **Integrations** section. 5. Select **IDP** to view the following details: - **Setting:** The **Setting** column displays the IDP Setting name. - **Configuration:** The **Configuration** column displays the value of the setting and how it is configured. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/f9d279e1-4364-45a6-af57-67b1f4b2a8c3.png) IDP tab displays settings to authenticate to ProcessMaker IDP and configure folders from which to store documents > ### Edit an IDP Setting > > Click the **Edit icon** ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/8fde7f3a-1df3-4817-bdc7-995d5b2bfa3f.png) to change a setting. For more information on different IDP configurations, see [Configure IDP Settings](/v1/docs/idp-settings#configure-idp-settings). > > ### Copy an IDP Setting > > Click the **Copy to Clipboard** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/58428beb-7f18-4b65-aa24-7441644069df.png) to copy the value of a setting. > > ### Clear an IDP Setting > > Click the **Clear** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/a3e7f457-f36f-43f1-89d4-6a2476b2f6a4.png) to clear the value of a setting. ## Configure IDP Settings **Permissions** Your user account or group membership must have the "Settings: View Settings" permission to view ProcessMaker IDP server settings unless your user account has the **Make this user a Super Admin** setting selected. See the [Settings](/v1/docs/permission-descriptions-for-users-and-groups#settings) permissions or ask your Administrator for assistance. The following information is required to authenticate with ProcessMaker IDP: - **Client ID:** The client ID is the unique key for your ProcessMaker Platform instance to authenticate IDP connectors implemented in your ProcessMaker IDP instance. - **Client secret:** The client secret is the time-sensitive and private code that your ProcessMaker IDP instance acknowledges to authenticate IDP connectors when connecting. - **Token URL:** The token URL references the valid authentication token that authenticates IDP connectors when during authentication. To locate the client ID and client secret, both of which are private to your organization, contact your Customer Success Manager. Since the IDP package is part of the ProcessMaker Platform Enterprise edition, this functionality is not available in in the Open Source edition. As part of this configuration, determine to which folders within your organization that Process designers using the [IDP connector](/v1/docs/idp-connector) can reference to store documents for intelligent document processing. Note that until your ProcessMaker IDP instance authenticates with ProcessMaker Platform, the indicator **Unauthorized** displays beside the setting from which to select those folders. The indicator **Authorized** displays after authentication. ### Authenticate with ProcessMaker IDP Follow these steps to authenticate with ProcessMaker IDP prior to [selecting which folders to store documents](/v1/docs/idp-settings#select-folders-from-which-to-process-documents) for intelligent document processing: 1. [View your IDP settings](/v1/docs/idp-settings#view-idp-settings). 2. From the **Client ID** setting, click the **Edit** ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/8fde7f3a-1df3-4817-bdc7-995d5b2bfa3f.png) icon. The **Client ID** setting displays. This is a required setting. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/576a395e-226a-47cd-bb60-e6656fcf4231.png) 3. Enter the integration key for your ProcessMaker IDP instance, and then click **Save**. 4. From the **Client Secret** setting, click the **Edit** ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/8fde7f3a-1df3-4817-bdc7-995d5b2bfa3f.png) icon. The **Client Secret** setting displays. This is a required setting. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/ba7ed218-1aa0-4dda-9cb5-337ba14b1192.png) 5. Enter the client secret for your ProcessMaker IDP instance, and then click **Save**. 6. From the **Host URL** setting, click the **Edit** ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/8fde7f3a-1df3-4817-bdc7-995d5b2bfa3f.png) icon. The **Host URL** setting displays. This is a required setting. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/71946352-0485-4431-8546-5310df0228fb.png) 7. From the **Token URL** setting, click the **Edit** ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/8fde7f3a-1df3-4817-bdc7-995d5b2bfa3f.png) icon. The **Token URL** setting displays. This is a required setting. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/ba0a6efa-3cb4-4fd6-b3d4-8894a4f6b668.png) 8. Enter the URL that references the valid authentication token to your ProcessMaker IDP instance, and then click **Save**. 9. Click the **Authorize Account** button. ### Select IDP Folders for Saving Processed Documents Prior to selecting the folders to store documents for intelligent document processing (IDP), ensure the following: - Folders exist in your ProcessMaker IDP instance. If they do not exist, you can create them through a request variable in the IDP Connector. - [You have authenticated with your ProcessMaker IDP instance](/v1/docs/idp-settings#authenticate-with-processmaker-idp). Note that until your ProcessMaker IDP instance authenticates with the ProcessMaker Platform, the indicator **Unauthorized** will display beside the setting for selecting those folders. Once authentication occurs, the indicator **Authorized** will be shown. Follow these steps to select IDP folders for storing documents uploaded in a Process: 1. [View your IDP settings](/v1/docs/idp-settings#view-idp-settings). 2. From the **Select Available Folders** setting, click the **Edit** ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/8fde7f3a-1df3-4817-bdc7-995d5b2bfa3f.png) icon. The **Select available folders** setting displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/f7045cdb-5a5d-4eab-8197-8f0d84409051.png) 3. Click the drop-down menu to select one or more existing folders from which to store documents for processing. Click the Remove ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/4db8e71c-6a66-4405-9fb9-af605c793c39.png) icon to remove an added folder. 4. Click **Save**.